Personal Banker Jobs in New Windsor, NY
Financial Advisor Financial Advisor
- Hopewell Junction, NY (16 miles from New Windsor, NY)
- 6 hours ago
- Hopewell Junction, NY (16 miles from New Windsor, NY)
- 6 hours ago
Financial Advisor Edward Jones 3.8 ( ) Hopewell Junction, NY for later Why you should apply for a job to Edward Jones : 63% say women are treated fairly and equally to men 73% say the CEO supports...
Personal Banker Bilingual Legacy Nowe
- Croton on Hudson, NY (18 miles from New Windsor, NY)
- 8 days ago
- Croton on Hudson, NY (18 miles from New Windsor, NY)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Ossining, NY (21 miles from New Windsor, NY)
- 8 days ago
- Ossining, NY (21 miles from New Windsor, NY)
- 8 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Private Client Financial Advisor - Poughkeepsie, NY
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 12 days ago
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 12 days ago
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough...
- Highland Falls, NY (8 miles from New Windsor, NY)
- 27 days ago
- Highland Falls, NY (8 miles from New Windsor, NY)
- 27 days ago
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our...
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Personal Banker - New Paltz, NY
- New Paltz, NY (21 miles from New Windsor, NY)
- 30+ days ago
- New Paltz, NY (21 miles from New Windsor, NY)
- 30+ days ago
We are currently seeking professional, highly motivated, service-oriented individuals to fill our Full-Time Personal Banker position....
Private Client Banker, Poughkeepsie, NY
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 60+ days ago
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 60+ days ago
Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators....
Financial Advisor - New York City Metro
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 60+ days ago
- Poughkeepsie, NY (18 miles from New Windsor, NY)
- 60+ days ago
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of...
Licensed Private Client Banker
- Suffern, NY (21 miles from New Windsor, NY)
- 90+ days ago
- Suffern, NY (21 miles from New Windsor, NY)
- 90+ days ago
ensure meaningful in-depth financial wellness conversations with clients Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending...
- Ossining, NY (21 miles from New Windsor, NY)
- 90+ days ago
- Ossining, NY (21 miles from New Windsor, NY)
- 90+ days ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Demographic Data for New Windsor, NY
Moving to New Windsor, NY? Find some basic demographic data about New Windsor, NY below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in New Windsor, NY
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in New Windsor, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Account Opening
- Dodd-Frank
- Asset Allocation
- Commercial Banking
- Mutual Funds
- Retail Banking
- Account Maintenance
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Consumer Lending
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Client Relationships
- Mortgage Processing
- Fraud Investigation
- Financial Planning
- Financial Services
- Consultative Sales
- Customer Satisfaction
- Notary Public
- Cash Handling
- Referrals
- Closing
- Risk Management
- Retail
- Inbound/Outbound Calling
- Relationship Management
- High School Diploma
- Written Communication
- Business Development
- Military Background
- Math
- Customer Relations
- Friendliness
- Reporting
- Telephone Skills
- Flexibility
- Policy Development
- Coaching
- Regulations
- Sales
- Organization
- Customer Service
- Problem Solving
- Scheduling
- Leadership
- Communication Skills
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